Canadian firms need to take cybersecurity more seriously
Accenture survey finds “most Canadian companies do not have effective technology in place to monitor for cyberattacks”
- By: James Langton
- January 11, 2017 January 11, 2017
- 12:20
Latest news in Industry News
Independent U.S. advisors expect strong growth in 2017, survey finds
These advisors are also not concerned about regulatory changes, such as the new conflict of interest rule, and rising competition from robo-advisors
- By: James Langton
- January 11, 2017 January 11, 2017
- 06:00
ATB launches new robo-advisor
ATB Prosper is targeted to investors in Alberta who are looking to open an investment account to save for retirement or shorter-term goals
- By: Fiona Collie
- January 10, 2017 January 10, 2017
- 17:20
WealthBar surpasses $100 million in AUM
The robo-advisor provides clients with financial planning and access to a dedicated advisor and has expanded its offerings to include private investment portfolios
- By: Fiona Collie
- January 10, 2017 January 10, 2017
- 10:35
Wealthsimple introduces premium service for mass affluent investors
“Wealthsimple Black” will provide clients with $100,000 or more invested in the service with a lower management fee and access to tax-efficient funds and tax-loss…
- By: Tessie Sanci
- January 10, 2017 January 10, 2017
- 10:15
Severe weather, natural disasters cause record year for insurable damage in Canada: IBC
Insured damage for 2016 topped $4.9 billion
- By: Dan Healing
- January 6, 2017 January 6, 2017
- 16:25
Franklin Templeton names new leaders to Canadian advisory business
Dennis Tew and Matthew Williams are the new heads of national sales and institutional and client service, respectively
- By: Tessie Sanci
- January 6, 2017 January 6, 2017
- 14:15
Building a strategic, niche business is critical for securities dealers
Cutting operating costs and adapting technology to compete effectively and compensate for lack of scale are also key traits of successful firms, says Ian Russell…
- By: Tessie Sanci
- January 5, 2017 January 5, 2017
- 16:40
WCM rising star on career advice and outreach to students
In part three of a three-part series, “Women in Capital Markets 2016: Extraordinary Leaders,” Dan Richards, CEO, Client Insights, discusses career advice and a unique…
- By: Eileen Jurczak
- January 5, 2017 December 15, 2017
- 15:00
Concentra relaunches as Schedule I bank
The change in structure will allow the firm to broaden its ability to provide financial services to Canada’s credit union system
- By: Rudy Mezzetta
- January 5, 2017 August 15, 2018
- 12:45
IFIC calls on the CSA to reconsider potential embedded commissions ban
The association notes that the CSA’s and the self-regulatory organizations’ rules already address compensation-related conflicts of interest
- By: Jade Hemeon
- January 5, 2017 November 9, 2019
- 12:30
Power Corp. and Mackenzie increase stake in China AMC
Both firms will acquire an additional 3.9% equity interest each in the Chinese asset manager for $179 million, increasing both companies’ stakes in the firm
- By: Tessie Sanci
- January 5, 2017 January 5, 2017
- 11:20
ISS announces acquisition of IW Financial
Deal will help meet growing demand of asset management community for ESG data and insights
- By: IE Staff
- January 5, 2017 January 5, 2017
- 10:00
IPOs falter in 2016
Last year saw the fewest and lowest value of new issues in almost two decades
- By: Tessie Sanci
- January 3, 2017 January 3, 2017
- 15:55
Mackenzie makes big push in China
The firm is acquiring a stake in China AMC, which had $215 billion in AUM and an annual compound growth rate of 40% in the…
- January 3, 2017 January 3, 2017
- 11:20
TD Securities completes acquisition of Albert Fried & Co.
Purchase advances firm’s U.S. growth strategy
- By: IE Staff
- January 3, 2017 January 3, 2017
- 10:10
LOGiQ grows assets to $5.2 billion with institutional transaction
The transaction gives the asset management firm access to money managers from around the globe
- By: IE Staff
- December 22, 2016 December 22, 2016
- 11:15
FINTRAC issues terrorist financing alert
120 currency exchange houses have been identified by the Central Bank of Iraq as being in territory that is accessible by Daesh
- By: James Langton
- December 21, 2016 December 21, 2016
- 17:10
LOGiQ announces private placement of $5.2 million
Capital infusion will help fund future acquisitions
- By: IE Staff
- December 21, 2016 December 21, 2016
- 16:00
PCMA appoints new members to its board
Board is being expanded to improve regional representation
- By: Tessie Sanci
- December 21, 2016 December 21, 2016
- 10:55
BMO extends partnership with non-profit to raise awareness of RDSPs
Plan Institute’s materials will be distributed in bank’s branches
- By: Tessie Sanci
- December 20, 2016 December 20, 2016
- 11:45
Hedge fund execs charged in alleged US$1-billion fraud linked to oil rig blast
U.S. authorities accuse Platinum Partners of falsely reporting an average of 17% returns while collecting more than US$100 million in fees
- By: The Associated Press
- December 19, 2016 December 19, 2016
- 14:00
New webinar reviews CRM2
IIAC has a new series to help with client conversations
- By: Tessie Sanci
- December 19, 2016 December 19, 2016
- 11:30
Fairfax sees Allied World as good fit worth US$4.9 billion in stock, cash
The Switzerland-based insurer will continue to be run by Scott Carmilani
- By: The Canadian Press
- December 19, 2016 December 19, 2016
- 10:35
Ottawa urged to step up fight against tax cheats
Recent reports from the two government-related committees contain recommendations for the feds to step up their efforts against offshore tax avoidance and tax evasion
- By: Rudy Mezzetta
- December 19, 2016 December 19, 2016
- 07:30